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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1051
Strategic Financial Services
New York
$664K
RA
1052
RFG Advisory
Alabama
$662K +$19K +98 +3%
CIA
1053
Capital Investment Advisors
Georgia
$662K -$28.9K -149 -4%
HCM
1054
Hall Capital Management
Rhode Island
$662K +$14.7K +76 +2%
IF
1055
Ironwood Financial
Arizona
$660K +$99.9K +515 +17%
SWPG
1056
Strategic Wealth Partners Group
Illinois
$659K +$235K +1,211 +51%
DI
1057
DFPG Investments
Utah
$657K +$6.01K +31 +0.9%
IGWM
1058
ICA Group Wealth Management
Colorado
$651K -$842K -4,343 -56%
National Bank of Canada
1059
National Bank of Canada
Quebec, Canada
$651K -$22.3K -115 -3%
MPW
1060
MGO Private Wealth
California
$642K +$59.7K +308 +10%
MFA
1061
Mayflower Financial Advisors
Massachusetts
$642K -$388 -2 -0.1%
TC
1062
Trilogy Capital
California
$640K -$60.7K -313 -8%
TP
1063
Tranquility Partners
Tennessee
$639K -$73.3K -378 -10%
BWM
1064
Baystate Wealth Management
Massachusetts
$637K -$691K -3,564 -51%
PMG
1065
ProVise Management Group
Florida
$636K -$23.7K -122 -4%
LWCFA
1066
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$636K +$417K +2,149 +178%
FPTW
1067
Franklin, Parlapiano, Turner & Welch
Texas
$634K
SWM
1068
Stockman Wealth Management
Montana
$633K +$10.9K +56 +2%
BFO
1069
Biltmore Family Office
North Carolina
$629K
Principal Financial Group
1070
Principal Financial Group
Iowa
$629K +$46.9K +242 +8%
PSCM
1071
Per Stirling Capital Management
Texas
$628K -$749K -3,860 -54%
OIA
1072
Optimum Investment Advisors
Illinois
$627K
WFA
1073
Websterrogers Financial Advisors
South Carolina
$624K -$129K -663 -17%
ONB
1074
Old National Bancorp
Indiana
$624K
SAM
1075
SignalPoint Asset Management
Missouri
$624K -$3.88K -20 -0.6%